See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,425 |
MJP WEALTH ADVISORS6 years Filed as: MJP ASSOCIATES, INC. Service code 71 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Brokerage Fees | $24,867 |
MJP WEALTH ADVISORS8+ years Filed as: MJP ASSOCIATES INC. Service code 27 790 FARMINGTON AVE BLDG 3 · FARMINGTON, CT 06032 | Advisory (Plan) | $18,726 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 064730478 | Contract Administrator | $14,100 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,332 | $42,353+4.7% | $79,550-44.3% | $64,808-31.6% |
| Participation rate | 89.7% | 64.8%+24.9pp | 69.5%+20.2pp | 71.5%+18.2pp |
| Annual return | -17.50% | -12.24%-5.3pp | 0.16%-17.7pp | 32.82%-50.3pp |
| Employer contribution / active EE | $716 | $1,181-39.3% | $2,413-70.3% | $2,506-71.4% |
| Participant deferral / active EE | $5,114 | $3,170+61.3% | $3,985+28.3% | $4,310+18.6% |
| Admin fee / account holder | $203 | $160+27.1% | $6,832-97.0% | $188+8.0% |